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iShares Core Moderate Allocation ETF

233 hedge funds and large institutions have $477M invested in iShares Core Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
97
Reduced
93
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APC
201
Aspire Private Capital
North Carolina
$56.2K +$722 +16 +1%
SWM
202
Spire Wealth Management
Virginia
$53.8K -$4.6K -102 -8%
CP
203
Castleview Partners
Texas
$47.8K -$45 -1 -0.1%
PA
204
Pineridge Advisors
Missouri
$45.3K +$45 +1 +0.1%
SWM
205
Sugarloaf Wealth Management
Georgia
$36.1K
ACA
206
Aptus Capital Advisors
Alabama
$30.2K +$25.2K +558 +503%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$28.2K
AIC
208
Archer Investment Corporation
Indiana
$27.9K +$90 +2 +0.3%
WWM
209
Wolff Wiese Magana
California
$27.9K +$135 +3 +0.5%
BWL
210
Bogart Wealth LLC
Virginia
$26.8K
OFG
211
Oxford Financial Group
Indiana
$24.9K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$23.3K +$23.3K +516 New
MWM
213
Mascoma Wealth Management
New Hampshire
$22.7K
UCB
214
United Community Bank
South Carolina
$22.6K
DAM
215
Delta Asset Management
Tennessee
$21.4K
FWM
216
FSA Wealth Management
Massachusetts
$21.2K +$21.2K +470 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$3.02K +67 +17%
MIM
218
Macroview Investment Management
Maryland
$19.3K +$135 +3 +0.7%
IA
219
IFP Advisors
Florida
$18.5K
CAL
220
Capital Analysts LLC
Pennsylvania
$17K +$137 +3 +0.8%
AssetMark Inc
221
AssetMark Inc
California
$15.8K +$3.39K +75 +27%
TCG
222
Transcendent Capital Group
Oklahoma
$15.4K
WPA
223
West Paces Advisors
Georgia
$12.2K
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$11.4K -$3.74K -83 -25%
NS
225
NBC Securities
Alabama
$9K